Report reveals silver lining for trustees in low-interest environment

From

The cut in the official interest rate to a new low of 1.5% will hurt SMSF trustees who have large cash balances in retirement phase, says SMSF Association Managing Director/CEO... Read more continue reading

Independent external responsible entity appointments way of the future

From

Avoiding real or perceived conflicts of interest between managers of funds and unitholders is critical to maintaining the integrity of Australia’s wealth management industry. The appointment of independent responsible entities... Read more continue reading

NFPs and Philanthropists must do more to prepare for the digital age

From

Not-for-profits understand the importance of the digital age, but most are still trying to understand the risk and opportunities that digital presents. A study of more than 120 NFPs found... Read more continue reading

Calling a ceasefire in the client wars: New white paper signals greater common ground for accountants and financial advisers

From

A national group of financial advisory firms predict the ‘territorial dispute’ between accountants and financial planners will soon be a trend of the past. This theme is explored in the... Read more continue reading

2016 looms as a year for change for SMSF advisors

From

SMSF advisors are facing a year of significant change for their clients as the Government seeks to implement its 2016-17 Budget measures to superannuation to meet the 1 July 2017... Read more continue reading

Perpetual Corporate Trust announces two senior appointments

From

Perpetual Corporate Trust (Perpetual) has announced the promotion of two key staff members to support the ongoing expansion of its corporate trustee business. Vicki Riggio has been appointed to the... Read more continue reading

AdviserLogic announces PayLogic service to track AFSL revenue

From

AdviserLogic launched its revenue management system 12 months ago to assist licensees in managing commissions and fees efficiently in the FDS and opt-in era. It has received resounding response from... Read more continue reading

AZ Next Generation acquires Logiro

From

AZ Next Generation Advisory yesterday signed a binding sale and purchase agreement to acquire the entire capital of Logiro Unchartered Pty Ltd (Logiro). The agreement includes a share swap of 49%... Read more continue reading

ATO program to help safeguard retirement savings lauded

From

The SMSF Association applauds the decision by the Australian Taxation Office (ATO) to launch a program aimed at helping people to safeguard their retirement savings. SMSF Association Managing Director/CEO Andrea... Read more continue reading

ASX appoints Dominic Stevens as Managing Director

From

ASX Limited has announced the ASX Board has appointed Mr Dominic Stevens as its Managing Director and CEO (‘CEO’). He took up his role yesterday. This appointment follows a comprehensive selection process undertaken by... Read more continue reading